AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,243
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.66M
3
+$6.46M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$5.86M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.17M

Top Sells

1
+$1.65M
2
+$1.56M
3
+$938K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$847K
5
CSX icon
CSX Corp
CSX
+$826K

Sector Composition

1 Technology 7.12%
2 Financials 4.59%
3 Industrials 3.67%
4 Healthcare 3.46%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.1M 0.16%
50,831
-1,114
152
$2.1M 0.16%
41,556
+691
153
$2.09M 0.15%
84,511
154
$2.08M 0.15%
12,407
+512
155
$2.07M 0.15%
86,178
+36,617
156
$2.01M 0.15%
5,406
-258
157
$2.01M 0.15%
2,436
+79
158
$2.01M 0.15%
5,484
+92
159
$2M 0.15%
39,519
+1,373
160
$1.93M 0.14%
46,212
-1,604
161
$1.93M 0.14%
46,468
+781
162
$1.91M 0.14%
18,981
+90
163
$1.91M 0.14%
22,158
+122
164
$1.9M 0.14%
11,479
+362
165
$1.9M 0.14%
7,494
+842
166
$1.88M 0.14%
41,406
-4,753
167
$1.87M 0.14%
24,736
-73
168
$1.84M 0.14%
8,744
+1,011
169
$1.82M 0.13%
8,581
-404
170
$1.79M 0.13%
920
-12
171
$1.78M 0.13%
5,482
+5,018
172
$1.78M 0.13%
6,931
+1,912
173
$1.76M 0.13%
12,478
-12
174
$1.76M 0.13%
5,333
-214
175
$1.75M 0.13%
21,628
+66
5 6
7
8 9